IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI

Overview Fund Activity
Delisted

IBMI was delisted on the 1st of September, 2020.

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56 hedge funds and large institutions have $114M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
28
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
Gateway Advisory
New Jersey
$6.15M
2
BTS
BB&T Securities
Virginia
$4.85M
3
UBS Group
UBS Group
Switzerland
$11.4M
4
US Bancorp
US Bancorp
Minnesota
$6.05M
5
Wells Fargo
Wells Fargo
California
$9.05M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$6.75M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
VKH
Virtu KCG Holdings
New York
$0
4
UCFA
United Capital Financial Advisors
Texas
$4.73M
5
TTWM
TCV Trust & Wealth Management
Virginia
$578K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$11.4M +$3.35M +131,054 +42%
Morgan Stanley
2
Morgan Stanley
New York
$9.07M +$302K +11,819 +3%
Wells Fargo
3
Wells Fargo
California
$9.05M +$1.59M +62,166 +21%
HighTower Advisors
4
HighTower Advisors
Illinois
$8.53M +$1.03M +40,494 +14%
Bank of America
5
Bank of America
North Carolina
$6.75M -$1.13M -44,368 -14%
GA
6
Gateway Advisory
New Jersey
$6.15M +$6.15M +239,806 New
US Bancorp
7
US Bancorp
Minnesota
$6.05M +$1.92M +75,063 +46%
SEIA
8
Signature Estate & Investment Advisors
California
$5.56M +$263K +10,277 +5%
BTS
9
BB&T Securities
Virginia
$4.85M +$4.85M +189,886 New
UCFA
10
United Capital Financial Advisors
Texas
$4.73M -$439K -17,163 -8%
VCM
11
Vigilant Capital Management
Maine
$4.65M +$260K +10,173 +6%
CIM
12
Confluence Investment Management
Missouri
$4.17M +$223K +8,709 +6%
LNC
13
Lincoln National Corp
Pennsylvania
$3.81M +$474K +18,561 +14%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.64M +$1.23M +48,254 +51%
TC
15
Trust Company
Kansas
$2.9M +$161K +6,281 +6%
PAG
16
Private Advisor Group
New Jersey
$2.49M +$470K +18,390 +23%
ADL
17
Asset Dedication LLC
California
$2.05M +$608K +23,779 +42%
FFW
18
Fusion Family Wealth
New York
$1.44M +$135K +5,283 +10%
GWA
19
Guidant Wealth Advisors
Illinois
$1.34M +$874K +34,182 +186%
LPL Financial
20
LPL Financial
California
$1.29M +$691K +27,058 +116%
PFM
21
Phillips Financial Management
Indiana
$1.26M – – –
REMPR
22
Roof Eidam Maycock Peralta (REMP)
California
$1.01M +$213K +8,345 +27%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$950K +$583K +22,806 +159%
Ameriprise
24
Ameriprise
Minnesota
$866K -$4.76K -186 -0.5%
BA
25
Boston Advisors
Massachusetts
$792K +$84.8K +3,316 +12%
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